Taulia experience center
SUPPLIER SUPPORT SERVICES
SUPPLIER SUPPORT SERVICES
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.
We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.
Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.
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You can download an XML, PDF, Excel, or CSV report of single and multiple payments. This report will also show what invoices are paid under a specific payment remittance.
Use the Advanced Search option to further narrow your search criteria before creating a report. You can also use the other search filters:
1 - Log into the portal and select customer.
2 - Select My Payments.
3 - Select Download List.
4 - A pop-up window will come up. Select how much you want to see and the report type.
1 - Select the payment remittance number in question from My Payments.
2 - The remittance details window will pop up. Select Download. Select what file type you would like the report to be and select Download.
New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.
Define what each PO status mean in the portal.
If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.
Use Cash Planner to get paid early on your approved invoices.
You can manage your account users in the portal and provide different levels of access.
Use the email notification settings feature to manage your email notifications.
Managing your company tax ID numbers through the platform.
